CEO of OpenAI Sam Altman speaks during the 2026 Infrastructure Summit of government officials, corporate executives, and labor leaders, in Washington, D.C., U.S., March 11, 2026.
Kylie Cooper | Reuters
OpenAI and Microsoft on Monday announced a revamped partnership agreement that will allow the artificial intelligence company to serve customers across any cloud provider.
As part of the new agreement, the companies said revenue share payments from OpenAI to Microsoft will be “subject to a total cap,” but they will continue through 2030, “independent of OpenAI’s technology progress.”
Microsoft has been one of OpenAI’s longtime backers, investing more than $13 billion in the company since 2019. The companies have continued to tout their relationship as core and strategic, but it’s shown signs of strain in recent months as the partners move onto the other’s turf. In a memo earlier this month, Denise Dresser, OpenAI’s revenue chief, said the partnership has “limited our ability to meet enterprises where they are.”
“Today, we are announcing an amended agreement to simplify our partnership and the way we work together, grounded in flexibility, certainty, and a focus on delivering the benefits of AI broadly,” OpenAI said in a blog post.
Shares of Microsoft are down more than 1% in premarket trading on Monday.
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https://www.cnbc.com/2026/04/27/openai-microsoft-partnership-revenue-cap.html
